Learn How to Create Vendor in SwilERP

Vendor/Supplier Creation

Creating a Vendor in SwilERP: Step-by-Step Guide

A vendor, also known as a supplier, is an individual or company that sells goods or services to someone else in the economic production chain.  Users can also create a vendor according to their Locations. The user can also create a vendor according to their location in the centralized database; otherwise, you don't need the vendor locations if you don't have a centralized database. With this option, they can add details in Vendor, Additional detail, Approved Products, and Price List. The vendor is only shown to the branch you added to the master.
In the SwilERP, from the Master menu, there is an option to create a Vendor. Do follow these steps to create a vendor. 

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Masters  Menu.
  2. Select the  Customer / Vendor > Vendor.

Reference Window:
SwilERP Dashboard Window

Select the Vendor tab:

  1. Enter the name of your vendor in the  Name tab.
  2. Enter the alias name (sub name) in the  Alias tab.
  3. Fill details in the  Address, Station, District, State,  and  Pincode dialog box.
  4. Enter the Vendor's  Contact Details.
  5. As per your requirements, enter the details  E-mail Id, Date of Birth , etc. 
  6. If you want, you can mention the  GST Details in the Vendor Master.
  7. Select the Location  where you want to show the vendor's details if you have a centralized database.

Reference Window:
Select the Vendor tab

Select the Additional Details tab:

  1. Users can update the vendor status ( Active and  Inactive) in the additional details.
  2. Also, fill in the details of  TIN, CST No , and other business license details.
  3. Enter Udyam Detail Information
  1. Enter Registration Number: Input the unique registration number for your enterprise.
  2. Select Date of Incorporation: Choose the date when the business was officially established.
  3. Choose Date of Registration: Pick the date when the business was registered.
  4. Select Categories of Enterprise: Indicate the category of the business (e.g., Manufacturer).
  5. Choose Type of Enterprise: Specify the type of enterprise (e.g., Micro, Small, Medium).
Reference Window:
Additional Details Window

In the Approved Products tab:

  1. With this option, users can create a list of particular products that they  always purchase from vendors
  2. They can apply a filter and select the products from this option.
Reference Window:
Approved Products

In the Price List tab:

  1. Select the  Product from the product filter and click on the  Update tab.  
  2. Now, you can set   MRP   and   Sale rates according to you. Which Rate and MRP you have entered will be fixed for the vendor.
  3. You can also   Import the List of the products from the option of Import. 
  4. After filling in all the details,  Save the Window.  

Reference Window:

Price List

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